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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.1 year Filed as: FORUSALL Service code 27 · EIN 46-1803145 | Advisory (Plan) | $29,057 |
Service code 49 · EIN 04-1590850 | Other Services | $8,920 |
ALGER1 year Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,324 | $99,957+16.4% | $149,696-22.3% | $73,488+58.3% |
| Participation rate | 62.1% | 75.7%-13.6pp | 82.5%-20.4pp | 70.7%-8.6pp |
| Annual return | 18.16% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,211 | $3,191+0.6% | $4,644-30.9% | $2,270+41.5% |
| Participant deferral / active EE | $4,741 | $6,073-21.9% | $6,842-30.7% | $3,740+26.8% |
| Admin fee / account holder | $355 | $551-35.5% | $9,309-96.2% | $513-30.8% |